What are groups?
Groups are a management feature available in Manager Mode on the FifthDomain platform. They allow managers to more efficiently assign courses to multiple participants at once, without needing to select individuals manually each time.
Note: Groups are different from teams. Teams are created and managed by participants and are used for competitions. However, groups are purely used by managers for assigning courses, and are not visible to participants. Users are not notified or made aware that they are part of a group, and there is no group page or profile for them to access.
Accessing your organisation's groups
You can access your organisation's groups by clicking the Affiliated [1] button on the sidebar (under the Users menu) and then clicking on the Groups [2] tab. Note that users are required to have the Manage Groups and/or the Manage Users permissions to access this page.
Creating New Groups
You can create a group by clicking the Create New Group button. This will take you to a new page where you can input details about the group you're creating.
Step 1 - Add Details
Name your group by typing into the Group Name [1] input box. You can also add a description by using the Group Description [2] text box.
You can save the group at any stage after you have entered a name by clicking Save [3], or you can proceed to the next step by clicking Next [4]. Alternatively, you can close the form without creating a group by clicking Cancel [5].
Step 2 - Add Users
Next, add users to your group by clicking the Add Users button on the second page of the form, as shown in the image below.
This will open the Add Users modal. You can click on the Registered Users dropdown menu to view a list of all users within your organisation, as shown in the image below.
Select or deselect all users by clicking the Select All [1] checkbox. You can also select or deselect an individual user by clicking the Checkbox [2] next to the user.
Add selected users to the group by clicking OK [1], or close the form without adding users by clicking Cancel [2].
You can search for users within the group by clicking the Search [1] icon. This will open up a text box that you can use to search for users by Name, Email Address, or Role. You can also filter the table by clicking on the Filters [2] button. To remove a user from the group, click the Delete [3] button next to the user.
Step 3 - Assign Courses
The final step in creating a group is assigning courses. All courses in your organisation that are both Published and Available will populate in the Assign Courses table in this step. Use the checkboxes to assign specific courses to the group.
For each course, you'll be able to see key details, such as its description, estimated time to complete (which is based on the lessons packaged into the course), and exercise type split. If you have the Manage Events permission, you'll also be able to click View to open up a course in a new tab, where you'll be able to see more granular details about the course.
Note: Draft courses, and courses that are not marked as Available to invited users, will not populate to be assigned. If you're wanting to assign a course that doesn't appear in the Assign Courses table, you'll need to first go back to the course and publish it, and/or mark it as Available.
Note that assigning courses to groups is an optional step. Once you're ready to proceed, click Finalise. This will open up a summary window, where you can check all inputs you have made. Click Confirm to proceed if you're happy with the group.
Note: Once the group has been created, all members will automatically receive invitations to any courses assigned to the group.
Viewing Existing Groups
The Groups tab on the Affiliated Users page display all groups in your organisation. You can search for groups by clicking the Search [1] icon. This will open up a text box that will let you search for groups by Name, Description, Number of Users or Number of Courses. You can also filter the table by clicking on the Filter [2] button.
You can change the number of groups displayed on the table by clicking the Rows [3] dropdown menu, and then selecting how many rows you would like to display per page. You can also navigate between pages of the table by clicking the Arrow [4] buttons.
Editing Existing Groups
You can edit a group by clicking on the Edit buttons, as shown in the image below.
Editing Group Details
You can edit a group’s basic information by clicking the Edit button, as shown in the image below.
You can then use the Group Name [1] and the Group Description [2] text boxes to edit the group’s name and description, respectively. You can save your changes by clicking the Save [3] button, or cancel any changes by clicking the Cancel [4] button.
Editing Group Users
You can edit the users in a group by clicking on the Users tab.
You can add users to the group by clicking the Add Users [1] button. You can also remove a user by clicking the Delete [2] button next to a user.
If you click the Add Users button, a modal will appear giving you two options for how you can invite users to the group. If you select the Registered Users [1] option, you can select registered users to add to the group by clicking on the Dropdown Menu [2] and then clicking the Checkboxes [3] next to the users that you wish to add. You can then click anywhere outside the Dropdown Menu to close the menu.
Alternatively, you can select the Add Users via Email [1] option. You can then enter the email addresses for any users that you wish to invite into the Email Addresses [2] text box - including both new and registered users.
Whichever method you choose, after you have selected the users to add, you can add the users to the group by clicking the OK [1] button. Alternatively, you can click the Cancel [2] button to close the modal without adding any users to the group.
Editing Group Courses
Click the Courses tab to see a list of all courses a group is currently assigned. Click the Edit button to add or remove courses to/from the group. This will open up edit mode, where you'll see all Published and Available courses in your organisation.
Once you're in edit mode, you'll be able to use the checkboxes assign new courses to the group, or remove the group from their current courses.
Make sure you click Save to finalise your edits, or click Cancel to abandon changes.
Note: When you click Save after editing the courses a group is assigned, you'll see a summary of courses you're adding to the group, and courses you're unassigning from the group.
Once you click Save, group members will gain access to any added courses, and will lose access to removed ones. Note that group members will keep any skills data they have generated from course lesson completion, even if they have been removed from a course.
In the case that a participant is added back to a course they were previously removed from, their lesson progress will be reset (unless they had completed all lessons in the course before they were removed). However, although lesson progress resets, note that only completion of lessons never previously completed will generate new skills profile data.
Deleting a Group
You can delete a group by clicking the Delete button, as shown in the image below.
You will be shown a warning message that asks you to confirm that you wish to delete the group. Click the OK [1] button to delete the group, or click the Cancel [2] button to close the form and not delete the group.
